Gulf Intelligence Podcasts

Hurricane season 2024 will push Brent to $90+ in Q3 after "Beryl" was earliest Category 4 & 5 hurricane on record and left 85% of Houston without power: AGREE or DISAGREE? Vote here: https://x.com/gulf_intel/status/1810568522558283806 Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies; Vandana Hari, Founder & CEO, Vanda Insights ; and Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey, offered insightful notes on key aspects impacting the oil markets – developments in the Middle East geopolitics, Asian demand, and OPEC/ Iraq supply dynamics, in today’s Daily Energy Markets Podcast.

With election results from Iran to France behind us with victories for the center, Have we passed through the Geopolitical risk premium high water mark for Q3: YES or NO? Hear from Omar Najia, Global Head, Derivatives, BB Energy; Amena Bakr, Senior Research Analyst, Energy Intelligence; and Walter Simpson, Managing Director, CCED, as they share their insights in today’s Daily Energy Markets Podcast. Share your vote here: https://x.com/gulf_intel/status/1810205586333573408

Catch up with Mike Muller, Head of Vitol Asia, with Christof Rühl, Senior Research Scholar at Center on Global Energy Policy in Columbia University in this special edition of the Daily Energy Markets Podcast, taking a deeper dive on the outlook ahead in the coming months.

Hear it from Dr. Raad Alkadiri, Non-Resident Fellow, Center for Strategic & International Studies; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; Victor Yang, Senior Analyst, JLC Network Technology, as we cap the week’s Daily Energy Markets Podcast. Paul Hickin, Editor-in-Chief, Petroleum Economist moderated the conversation.

Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman; Adi Imsirovic, Director, Surrey Clean Energy & Senior Associate, CSIS; and Peter McGuire, Chief Executive Officer, XM Australia, weighed in their views, considering policy outlook and market demand insights, in today’s Daily Energy Markets Podcast.

Oil supply and demand outlook take centerstage in today’s the Daily Energy Markets Podcast, in conversation with Neil Atkinson, Former Head of Oil Markets Division, International Energy Agency; Vibhuti Garg, Director - South Asia, IEEFA; and Paul Hickin, Editor-in-Chief, Petroleum Economist.

The Daily Energy Markets Podcast continues to discuss key factors impacting the direction of travel for oil markets in Q3. Listen in for more views from Mehmet Öğütçü, Group CEO, Global Resources Partnership & Chairman, London Energy Club; Brian Pieri, Founding Member, Energy Rogue; and Russell Robertson, Chief Commercial Officer, Dubai Mercantile Exchange.

The Daily Energy Markets Podcast kicked off the second half of 2024 with outlook on the markets with a focus on geopolitics and elections in US and Europe, as well as on maritime and China demand. Listen in with Omar Najia, Global Head, Derivatives, BB Energy; Jay Maroo, Head of Market Intelligence and Analytics MENA, Vortexa; and Henning Gloystein, Director - Energy, Climate & Resources, Eurasia Group.

Geopolitical risk premium returns to oil markets as new threats emerged overnight. We welcomed the views of Arne Lohmann Rasmussen, Chief Analyst and Head of Research, Global Risk Management; Laury Haytayan, MENA Director, Natural Resource Governance Institute; and Danial Rahmat, Senior Energy Security Consultant, based in Tehran, in today’s Daily Energy Markets Podcast.

Demand outlook and OPEC+ decision this month, and the outlook for H2 were discussed in today’s Daily Energy Markets Podcast with commodities gurus Ole Hansen, Head of Commodity Strategy, Saxo Bank, and Mike McGlone, Senior Macro Strategist, Bloomberg Intelligence, along with Andrew Laven, Senior Partner, E-Cons.